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AiCR™

AiCR is a purpose-built document AI platform that classifies mortgage and financial files, extracts field-level data, and delivers structured outputs for audits, trades, and reporting. Built by experts with decades of capital markets experience, AiCR transforms messy, high-volume documents into accurate, audit-ready data seamlessly integrated into existing workflows.

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Overview
AI Tools and Robotic Process Automation (RPA)

Introduction

AiCR™ is the intelligent document processing platform built to eliminate the bottlenecks of manual review in mortgage and financial operations. It classifies documents, extracts field-level data, and delivers structured outputs so teams can work faster, with greater accuracy, and complete confidence.

 

Core Features

  • Document Classification & Indexing: Detect, organize, and bookmark documents even when files are unstructured or unlabeled.

  • Field-Level Data Extraction: Capture exactly what matters from mortgage forms, trade confirmations, and investor reports.

  • Confidence Scoring: See the reliability of every extracted value, with average scores exceeding 95%.

  • Integrations: Deliver structured outputs directly into LOS platforms, due diligence tools, and downstream systems via robust API.

  • Dynamic Discussion: Ask AiCR any question about an uploaded file and get an immediate, field-level answer.

 

Industries Served

  • Mortgage lenders and servicers

  • Due diligence and securitization teams

  • Broker-dealers and securities firms

  • Custodians and investor reporting teams

 

Why AiCR is Different

Most platforms struggle with real-world files like blurry scans, inconsistent layouts, and messy PDFs. We built AiCR because we’ve dealt with those same messy loan packages ourselves. It was designed to handle the documents teams actually work with every day, delivering audit-ready results with transparency and reliability. AiCR simply works.

 

Try It on Your Files. See the Difference. Request a Demo today!

Highlights

  • Turns messy, unstructured files into organized, searchable documents
  • Automates classification and data extraction across mortgage and financial workflows
  • Delivers audit-ready outputs with confidence scores on every field
  • Processes hundreds to millions of pages quickly, with no custom setup required
  • Integrates into LOS platforms, due diligence systems, and reporting tools
  • Built by mortgage and capital markets experts with 35+ years of experience

 

Details

Vendor Category

AI Tools and Robotic Process Automation (RPA)

Pricing Model

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Works well with

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Interested in learning how this solution can transform your mortgage business? Request more details to discover how it can streamline operations, improve efficiency, and integrate seamlessly with your existing workflow.

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Product Comparison

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Overview

AiCR is a purpose-built document AI platform that classifies mortgage and financial files, extracts field-level data, and delivers structured outputs for audits, trades, and reporting. Built by experts with decades of capital markets experience, AiCR transforms messy, high-volume documents into accurate, audit-ready data seamlessly integrated into existing workflows.

Smarter, faster, and more personalized ways to win more loans with less effort.

Pre-Built AI Automation for Mortgage Operations

Highlights
  • Turns messy, unstructured files into organized, searchable documents
  • Automates classification and data extraction across mortgage and financial workflows
  • Delivers audit-ready outputs with confidence scores on every field
  • Processes hundreds to millions of pages quickly, with no custom setup required
  • Integrates into LOS platforms, due diligence systems, and reporting tools
  • Built by mortgage and capital markets experts with 35+ years of experience

 

Mortgage Coach Highlights:

 

  • Coach Anytime, Anywhere: Our new mobile app lets you identify opportunities among your target customers and create powerful presentations on the go. Send coaching experiences at scale, with just a few taps on the screen.
  • Smarter Opportunities: Know exactly who to engage and when, with unmatched context. Identify non-credit opportunities to engage borrowers before they apply elsewhere.
  • Homeowner Strategies: Replace confusing fee sheets with dynamic, goal-oriented Homeowner Strategy presentations that can be created in around 60 seconds.
  • AI-Powered Assistant: Borrower-facing AI chat feature makes Homeowner Strategies even easier to understand by answering borrower questions 24/7.

 

Trusted Across the Industry:

 

  • On average, loan officers report a 49% productivity boost due to Mortgage Coach.
  • 80% of the Top 25 retail lenders of 2024 were Mortgage Coach customers.
  • 97% of users agree Mortgage Coach makes engaging customers easier.
  • 95% of users feel Mortgage Coach gives them a competitive edge.
  • MOS platform integration into all three stages of loan manufacturing
  • Pre-built automation for document indexing, data extraction, income analysis, and post-close review
  • Mortgage-trained AI background workers with transparent, audit-safe outputs
  • Interoperable design that works across LOS, AUS, and partner engines (including Candor)
  • Cloud-delivered platform built for rapid deployment and fast operational ROI
  • Proven productivity gains across underwriting and post-close operations
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